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| Provider | Service type | Compensation |
|---|---|---|
BRIGHTON JONES LLC2 years Filed as: BRIGHTON JONES, LLC Service code 26 · EIN 91-2007475 | Advisory (Participants) | $24,144 |
ALERUS FINANCIAL, N.A.2 years Service code 15 · EIN 45-6062081 | Recordkeeping | $14,945 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,143 | $102,385-51.0% | $147,080-65.9% | $80,935-38.0% |
| Participation rate | 81.6% | 75.9%+5.8pp | 82.2%-0.5pp | 67.7%+14.0pp |
| Annual return | 14.56% | 135.09%-120.5pp | 420.17%-405.6pp | 35.66%-21.1pp |
| Employer contribution / active EE | $4,330 | $3,717+16.5% | $4,933-12.2% | $2,757+57.1% |
| Participant deferral / active EE | $7,071 | $6,651+6.3% | $8,066-12.3% | $4,299+64.5% |
| Admin fee / account holder | $320 | $7,951-96.0% | $12,989-97.5% | $6,924-95.4% |